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Practice Development

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Rockefeller Financial's Jeffery Sees RIT Investment Expanding Global Footprint

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RIT Capital Partners' newly acquired 37% interest in Rockefeller Financial Services will help the wealth management firm expand its global reach, Rockefeller & Co.'s chief executive said.

On The Move

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Capital Southwest Corporation has named new members to its board of directors.

On The Move

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Citi Private Bank has opened a new office in Greenville, Del., while Fisher Investments has expanded to Australia.

On The Move

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Northern Trust, Citi Private Bank and Barclays are among the firms that have hired new executive staff recently.

Bryn Mawr Bank Buys Davidson Trust

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The acquisition of Davidson Trust Company by Bryn Mawr Bank Corporation has been finalized, continuing the growth trend that Bryn Mawr has been on since 2008.

On The Move

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New executives have been added at Citi Private Bank and Sage Consulting.

The New Age Of Advice

by Hannah Shaw Grove and Brett Van Bortel

A small percentage of highly evolved practitioners use a consultative approach and an ambitious mindset to outdistance the rest of the advisory universe.

Time And Social Capital

by David Friedman

Advisors should strive to help ultra-high-net-worth clients manage their time and social connections.

On The Move

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Gold Bullion International named Sallie Krawcheck as a member of its advisory board.

On The Move

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Raymond James, BNY Mellon and Aspiriant are among the firms that have made key executive appointments.

Pershing Named Best In Family Office Services

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Pershing Advisor Solutions has been recognized as the Best Family Office Service Provider in Client Service by this year's Private Asset Management magazine awards.

On The Move

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Mercer has named new investment directors.

Fidelity Launches Family Office Networking Service

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Fidelity Family Office Services is launching the Insights and Connections program to help family offices connect to peers, wealthy clients and industry leaders.

Wells Fargo Launches New UHNW Unit

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Abbot Downing has been launched by Wells Fargo & Company to provide investment and banking services to clients with more than $50 million in investable assets, their foundations and endowments.

On The Move

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HighTower and Geller & Company are among the firms with recent additions to executive staff.

Pay For Top-Earning U.S. Hedge Fund Managers Falls 35%

Compensation for the highest-paid U.S. hedge-fund managers plunged 35 percent in 2011, largely due to the European sovereign debt crisis.

On The Move

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Philips Nizer and Deutsche Bank were among firms filling key positions this week.

Private Banks Should Focus On Sub-$10M Market, Report Says

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Private banks need to focus on families with $1 million to $10 million, rather than setting their sights exclusively on the ultra-high-net-worth client, according to a new report.

Adaptability Key To Wealth, Survey Says

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A healthy work ethic is necessary to becoming wealthy, but an ability to change and adapt is key to staying wealthy, according to a recent survey by wealth management firm SEI.

Getting Clients To Say 'Wow!"

Advisor need to go beyond delivering just satisfaction and give their clients "Wow" experiences, according to one industry consultant.

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